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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $21,732 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $625 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,533 | $46,745-4.7% | $60,547-26.5% | $52,331-14.9% |
| Participation rate | 37.6% | 58.6%-21.0pp | 68.0%-30.4pp | 68.1%-30.5pp |
| Annual return | -2.37% | 0.61%-3.0pp | 335.64%-338.0pp | 4.54%-6.9pp |
| Employer contribution / active EE | $0 | $1,259-100.0% | $2,419-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,803 | $2,145-15.9% | $3,328-45.8% | $3,022-40.3% |
| Admin fee / account holder | $11 | $537-98.0% | $4,536-99.8% | $592-98.1% |